Settings and activity

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1. Fund statements - sort by fund advisor or fund

   30 votes

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   6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Stephanie Gassen commented  ·  Feb 28, 2023  ·  Edit…  ·  Delete…

   Fund statements are printing by fund advisor and need option to print by Fund Name to file accordingly

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   Stephanie Gassen supported this idea  ·  Feb 28, 2023

2. board portal

   167 votes

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   8 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Stephanie Gassen supported this idea  ·  Feb 28, 2023